Prudent Man Investment Management, Inc.

CIK 0002054263 · LOUISVILLE, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Prudent Man Investment Management, Inc. reported 169 positions worth $293.1M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAC (32.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.1M
2026 Q2
Positions
169
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.8%
Est. Net Flow (Q)
2026 Q2
10 / 169 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$94.0M32.05%2,373,152
2DUSBDIMENSIONAL ETF TRUSTSH$79.6M27.15%1,571,347
3DFAIDIMENSIONAL ETF TRUSTSH$39.6M13.52%1,040,170
4DFUVDIMENSIONAL ETF TRUSTSH$22.0M7.49%471,441
5DFAUDIMENSIONAL ETF TRUSTSH$16.0M5.44%340,877
6DFAEDIMENSIONAL ETF TRUSTSH$11.1M3.80%341,941
7DFLVDIMENSIONAL ETF TRUSTSH$10.3M3.52%301,855
8AAPLAPPLE INCSH$3.9M1.32%14,286
9DFAWDIMENSIONAL ETF TRUSTSH$2.9M0.99%39,079
10DFAXDIMENSIONAL ETF TRUSTSH$1.4M0.47%42,556

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Prudent Man Investment Management, Inc. hold as of Q2 2026?

Prudent Man Investment Management, Inc. reported 169 positions worth $293.1M in its Q2 2026 13F filing. Largest positions: DFAC (32.1%), DUSB (27.2%), DFAI (13.5%), DFUV (7.5%) and DFAU (5.4%).

What did Prudent Man Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Prudent Man Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.